+35.2%
SMH vs ASML
+46.3%
-11.1%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.5% |
| 7D | -6.7% | -2.9% | -3.9% | -4.6% |
| 30D | -19.8% | -15.2% | -4.6% | -9.5% |
| 3M | -15.1% | -12.9% | -2.2% | -6.2% |
| 6M | -14.6% | -5.0% | -9.6% | -10.5% |
| YTD | +34.3% | +41.8% | -7.5% | +9.5% |
| 1Y | +35.2% | +46.0% | -10.8% | +8.2% |
| All | +35.2% | +46.3% | -11.1% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ASML.
Daily Out/Under-Performance
Portfolio return minus ASML return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASML return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ASML wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling